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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP8+ years Service code 12 · EIN 93-1253576 | Claims processing; Custodial (securit... | $64,609 |
FIRST NATIONAL TRUST COMPANY8+ years Service code 27 · EIN 20-0433578 | Advisory (Plan) | $30,621 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,370 | $65,092-16.5% | $143,799-62.2% | $66,938-18.8% |
| Participation rate | 54.5% | 65.2%-10.7pp | 80.3%-25.8pp | 69.8%-15.3pp |
| Annual return | -17.09% | -11.14%-6.0pp | -0.04%-17.0pp | 1.58%-18.7pp |
| Employer contribution / active EE | $1,753 | $2,362-25.8% | $4,952-64.6% | $2,545-31.1% |
| Participant deferral / active EE | $3,656 | $2,920+25.2% | $5,638-35.2% | $4,238-13.7% |
| Admin fee / account holder | $627 | $502+24.7% | $14,677-95.7% | $594+5.6% |